meet the team
TRACEY UNDERWOOD
Tracey Underwood joined the industry in 1993 working
for
a life company and a specialist wealth management
firm
before joining Kingsbridge in 2005.
Tracey is a Certified Financial Plannertm and is a holder
of
four papers of the Chartered Insurance Institute
Advanced
Financial Planning Certificate. She also
specialises in trust
work, having completed the Society
of Trust and Estate
Practitioners Administration of
Trusts Certificate.
Tracey’s role is that of Operations Director responsible
for
business efficiency and the planning, development
and
implementation of strategy.
